Dina Williams

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Dina Williams

Senior Investment Advisor

CFP®

B.A.

Our discovery and wealth management approach is driven by what matters most to you

Phone

Office

(905) 815-1221

Office Location

354 Davis Rd Oakville, ON L6J 2X2. map

Dina has 29 years of experience in the Investment industry providing financial advice and Wealth management with seven years prior experience in accounting.

Dina has been an Investment Advisor with TD Wealth Private Investment Advice since 2006. Prior to 2006, she was a Private Wealth Consultant managing high-net-worth clients at a leading investment firm for 12 years. Her career in the Investment industry started working on the institutional trading floor of a leading Brokerage firm.

In 1999, Dina was awarded by the Financial Planner Standards Council of Canada the highly regarded Certified Financial Planning Designation (CFP). Dina also has a degree in Economics from York University, which provides the fundamentals and building blocks for providing investment advice in complex world economies. My methodology is client, family and business focused where I have developed strong relationships over the years. I specialize in investment management, retirement and estate planning strategies, business succession planning strategies, and tax management strategies.      
         
I will work with you and your family over the years to help accumulate preserve and transition your wealth. A customized strategy is implemented for each client, which is based on their unique circumstances. A regular follow- through strategy is employed and the plan will be reviewed on a regular basis.- My belief is the key to lifetime financial health and happiness- through the years- is a holistic style wealth management plan- that focuses on all aspects of a client's financial well-being.

Phone

Toll Free

(800) 769-0795

Fax

(905) 815-2324

Branch Phone

(905) 815-2300

Branch Fax

(905) 815-2324

Certificates

CFP®

B.A.

What We Do

We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.

We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

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